Scheduled report notice
What moves
Accounting's saved report views send a notice when a scheduled send date arrives.
Before you start
- Reports, Accounting and the Notification Centre in your plan
Step by step
- AccountantAccounting & E-Invoicing
Schedules a saved report view.
You see:A send date is stored.
- SystemNotification Centre
Sends the report ready notice on the send date.
You see:The accountant gets an inbox item or email.
Related
- Notification Centre
- Reports & Dashboards
- Scheduled reports and alerts reach people by bell and email
- Security alerts are emailed to the person concerned
- Send an announcement and read your inbox by conversation
- Testing a flow without filling anyone's inbox
- A last-hour e-invoicing warning reaches the people who can act
- Connections between modules